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Capital Group Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mission Wealth Management
California
$1.65M +$1.63M +62,833 New
BFG
77
Berger Financial Group
Minnesota
$1.64M +$1.62M +62,311 New
BEI
78
Benjamin Edwards Inc
Missouri
$1.61M +$607K +23,335 +61%
MWM
79
Meridian Wealth Management
Kentucky
$1.54M
CWS
80
Confluence Wealth Services
Pennsylvania
$1.52M +$1.52M +58,383 New
WTFG
81
Wood Tarver Financial Group
Idaho
$1.44M +$631K +24,241 +79%
RMP
82
Richards, Merrill & Peterson
Washington
$1.32M +$138K +5,300 +12%
MFG
83
Merit Financial Group
Georgia
$1.29M +$1.27M +48,984 New
BFA
84
Bill Few Associates
Pennsylvania
$1.23M +$19K +732 +2%
EWS
85
Evergreen Wealth Solutions
Pennsylvania
$1.18M +$909K +34,935 +344%
Truist Financial
86
Truist Financial
North Carolina
$1.18M +$242K +9,288 +26%
BCM
87
Brookstone Capital Management
Illinois
$1.13M +$591K +22,715 +112%
LWM
88
LongView Wealth Management
Georgia
$1.07M +$228K +8,748 +27%
SIM
89
Synergy Investment Management
Florida
$1.05M +$727K +27,950 +233%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$938K +$265K +10,168 +40%
IWC
91
Integrated Wealth Concepts
Massachusetts
$931K +$155K +5,967 +20%
DFG
92
Delta Financial Group
New Jersey
$870K -$35.2K -1,354 -4%
PWM
93
Pines Wealth Management
North Carolina
$812K -$12.7K -488 -2%
ACM
94
Aurdan Capital Management
Pennsylvania
$809K +$130K +4,985 +19%
SEI Investments
95
SEI Investments
Pennsylvania
$804K +$796K +30,607 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$759K -$20.6K -792 -3%
SPC
97
Sigma Planning Corp
Michigan
$738K -$12.5K -479 -2%
CFA
98
CWS Financial Advisors
Michigan
$735K +$282K +10,852 +63%
TC
99
TownSquare Capital
Utah
$719K -$849K -32,641 -54%
DW30
100
Drucker Wealth 3.0
New Jersey
$707K -$852K -32,739 -55%